Persona brief

·

BFSI

Put each RTA, distributor and platform role in writing

Capital market firms share investor data with KRAs, depositories, RTAs, distributors and fintech apps. Each relationship needs a defensible role, contract and paper trail.

PDF
Persona brief
Put each RTA, distributor and platform role in writing

Capital market firms share investor data with KRAs, depositories, RTAs, distributors and fintech apps. Each relationship needs a defensible role, contract and paper trail.

PDF

·

1.6 MB

·

2 pages
Capital markets
General Counsel / Head of Legal

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